I argued this point and I stand by it. In my former life I dealt with many institutions so I have an idea of how they think. Those that behave like AIG you don't want them onboard. They are fickle and while information does change the potential is still very good. This company is in their infancy and are executing their game plan. Any institution that can't wait a couple of quarters are not true investors. They speculated didn't like what they saw and dumped. They behaved more like a retail investor than an institution of their size.
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